Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025

Pur Efi Wealth, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $7.88B, Microsoft Corp with a value of $5.59B, Ishares Core S&P 500 ETF with a value of $4.28B, Broadcom Inc. with a value of $4.2B, and Apple Inc. with a value of $3.84B.

Examining the 13F form we can see an increase of $4.84B in the current position value, from $125B to 130B.

Pur Efi Wealth, LLC is based out at Boston, MA

Below you can find more details about Pur Efi Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $43.1 Billion
Technology: $26.7 Billion
Healthcare: $15.8 Billion
Financial Services: $8.63 Billion
Consumer Cyclical: $6.82 Billion
Industrials: $6.3 Billion
Consumer Defensive: $6.16 Billion
Communication Services: $3.95 Billion
Other: $7.16 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.28 Billion 3.3% of portfolio
6,401
Q3 2025 Added 23.03%
$0
$2.96 Billion 2.28% of portfolio
4,450
Q3 2025 Reduced 4.89%
$0
$2.07 Billion 1.59% of portfolio
34,888
Q3 2025 Added 7.97%
$0
$1.81 Billion 1.39% of portfolio
33,715
Q3 2025 Added 6.56%
$0
$1.52 Billion 1.17% of portfolio
22,993
Q3 2025 Added 24.33%
$0
$1.39 Billion 1.07% of portfolio
19,288
Q3 2025 Added 6.92%
$0
$1.39 Billion 1.07% of portfolio
9,883
Q3 2025 Added 0.59%
$0
$1.1 Billion 0.85% of portfolio
4,551
Q3 2025 Reduced 12.02%
$0
$1.11 Billion 0.85% of portfolio
10,406
Q3 2025 Reduced 9.12%
$0
$1 Billion 0.77% of portfolio
4,515
Q4 2024 New
$0
$949 Million 0.73% of portfolio
2,027
Q2 2025 Reduced 7.06%
$0
$950 Million 0.73% of portfolio
9,474
Q3 2025 Added 5.9%
$0
$948 Million 0.73% of portfolio
9,699
Q3 2025 Added 3.2%
$0
$947 Million 0.73% of portfolio
3,360
Q2 2025 Reduced 1.18%
$0
$937 Million 0.72% of portfolio
4,816
Q3 2025 Reduced 9.05%
$0
$915 Million 0.7% of portfolio
19,876
Q2 2025 Added 78.92%
$0
$888 Million 0.68% of portfolio
12,871
Q3 2025 Added 10.05%
$0
$821 Million 0.63% of portfolio
9,401
Q3 2025 Added 108.36%
$0
$762 Million 0.59% of portfolio
3,892
Q3 2025 Reduced 24.38%
$0
$709 Million 0.55% of portfolio
13,095
Q2 2025 Reduced 18.64%
$0
$703 Million 0.54% of portfolio
3,359
Q2 2025 Reduced 5.11%
$0
$661 Million 0.51% of portfolio
5,475
Q3 2025 Reduced 8.8%
$0
$648 Million 0.5% of portfolio
1,637
Q4 2024 New
$0
$637 Million 0.49% of portfolio
1,913
Q3 2025 Added 31.66%
$0
$636 Million 0.49% of portfolio
12,171
Q3 2025 New
$64.3B
$635 Million 0.49% of portfolio
8,720
Q3 2025 Added 23.76%
$0
$589 Million 0.45% of portfolio
1,913
Q2 2025 Reduced 0.05%
$0
$535 Million 0.41% of portfolio
2,593
Q3 2025 Added 1.45%
$0
$526 Million 0.4% of portfolio
2,582
Q3 2025 Reduced 4.55%
$0
$471 Million 0.36% of portfolio
631
Q2 2025 Reduced 23.14%
$0
$460 Million 0.35% of portfolio
14,400
Q3 2025 Reduced 5.26%
$0
$441 Million 0.34% of portfolio
4,284
Q3 2025 Added 60.09%
$0
$442 Million 0.34% of portfolio
5,395
Q4 2024 New
$0
$425 Million 0.33% of portfolio
5,150
Q2 2025 Added 2.3%
$0
$416 Million 0.32% of portfolio
3,649
Q3 2025 Reduced 25.58%
$0
$385 Million 0.3% of portfolio
13,000
Q3 2025 Added 14.04%
$0
$392 Million 0.3% of portfolio
653
Q3 2025 Added 0.77%
$0
$374 Million 0.29% of portfolio
5,599
Q4 2024 New
$0
$381 Million 0.29% of portfolio
7,078
Q3 2025 Reduced 0.01%
$0
$365 Million 0.28% of portfolio
5,891
Q1 2025 Added 27.9%
$0
$351 Million 0.27% of portfolio
7,507
Q3 2025 Reduced 22.45%
$0
$326 Million 0.25% of portfolio
1,907
Q2 2025 Reduced 32.73%
$0
$314 Million 0.24% of portfolio
7,933
Q3 2025 Reduced 10.85%
$0
$309 Million 0.24% of portfolio
1,039
Q1 2025 Reduced 5.29%
$0
$302 Million 0.23% of portfolio
11,757
Q3 2025 Reduced 4.86%
$0
$300 Million 0.23% of portfolio
4,233
Q4 2024 New
$0
$273 Million 0.21% of portfolio
4,562
Q2 2025 Reduced 31.88%
$0
$279 Million 0.21% of portfolio
3,200
Q2 2025 Reduced 20.0%
$0
$262 Million 0.2% of portfolio
9,434
Q3 2025 Reduced 33.29%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $130 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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